Cordatus Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Sell |
5,134
-26
| -0.5% | -$3.07K | 0.15% | 106 |
|
|
2025
Q1 | $629K | Buy |
5,160
+311
| +6% | +$37.9K | 0.17% | 92 |
|
|
2024
Q4 | $522K | Buy |
4,849
+359
| +8% | +$38.6K | 0.14% | 101 |
|
|
2024
Q3 | $518K | Buy |
4,490
+60
| +1% | +$6.92K | 0.19% | 81 |
|
|
2024
Q2 | $444K | Buy |
4,430
+55
| +1% | +$5.51K | 0.17% | 87 |
|
|
2024
Q1 | $423K | Buy |
4,375
+33
| +0.8% | +$3.19K | 0.31% | 42 |
|
|
2023
Q4 | $421K | Sell |
4,342
-129
| -3% | -$12.5K | 0.35% | 38 |
|
|
2023
Q3 | $394K | Sell |
4,471
-90
| -2% | -$7.93K | 0.36% | 41 |
|
|
2023
Q2 | $409K | Buy |
+4,561
| New | +$409K | 0.15% | 106 |
|
|
2019
Q2 | – | Sell |
-21,316
| Closed | -$1.92M | – | 123 |
|
|
2019
Q1 | $1.92M | Sell |
21,316
-167
| -0.8% | -$15K | 1.05% | 37 |
|
|
2018
Q4 | $1.85M | Buy |
+21,483
| New | +$1.85M | 1.32% | 23 |
|